July 17, 2024

The Individual Finance and Insurance Decisions (IFID) Centre Fourth Annual Conference:
Fixed & Variable Annuities: A Do-It-Yourself Pension Plan?

May 31, 2005

to be held at The Fields Institute,
222 College Street, Toronto, Ontario

Supported by

Fixed & Variable Annuities: A Do-It-Yourself Pension Plan?

The Individual Finance and Insurance Decisions (IFID) Centre and the Fields Institute for Research in Mathematical Sciences are proud to announce our fourth annual conference to be held at the Fields Institute on Tuesday May 31st, 2005. This one-day event will consist of invited speakers and submitted papers.

Within the global context of under-funded DB pension plans and the move towards the provision of DC pensions, this year's meeting will be dedicated to the topic of fixed and variable annuities. We are interested in papers that address the role of annuities as part of a balanced investment portfolio, in both the pre and post phase of retirement. We are especially interested in the value of secondary guarantees such as accumulation, withdrawal and income benefits, as well as the impact of inflation, longevity and liquidity risks on these options. We also welcome papers that address money's worth ratios around the world, optimal income taxation strategies, economic suitability, psychological aspects and the optimal timing of annuitization. Consistent with the mandate of The IFID Centre, all presentations will focus on the perspective of the individual consumer/investor. Academics and practitioners who are interested in presenting or speaking at the conference are asked to submit a paper or research outline prior to January 15, 2005 to:

Prof. Moshe A. Milevsky
Schulich School of Business, York University
Executive Director, The IFID Centre at Fields
222 College Street, 2nd Floor
Toronto, Ontario, M5T 3J1, Canada
Tel: 416 348-9710 ext. 3010
or via email at:

All submissions will be reviewed by a scientific committee and decisions will be made by early February 2005. A final schedule will be posted by mid-March 2005. Funding will be available to cover travel and local accommodations for all speakers. As in previous years, attendance at the conference itself is open to all interested participants and only a modest registration fee will be charged to cover refreshments, lunch and printing costs. For more information about The IFID Centre and an overview of our past conferences, please visit

For more information about the conference, accommodations and travel details to the Fields Institute, please contact Andrea Rebello

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